Telltales
Telltales
Navigating the Currents of Energy, Health, and GPUs
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Navigating the Currents of Energy, Health, and GPUs

Upstream vs Midstream; Are PBMs dead?; NVDA vs AMD - which is overpriced?

The Cashflow Memo

11 6 23 20 Ppgs
576KB ∙ PDF file
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Telltales
Telltales
An investing podcast + substack for people who want to compound their wealth over the long run and don't mind sailing analogies